Retire Smart Austin | Episode 215

We want convenience, accuracy, and we want to make sure that our best interests remain in the front and foremost priority of the advisor we’re speaking to.
Retire Smart Austin | Episode 157

Phil Capriotti Sr. discusses the complexities of Medicare, including enrollment periods, differences between Original Medicare and Medicare Advantage, the benefits of Medigap plans, and the distinctions between Medicare and Medicaid.
Retire Smart Austin | Episode 141

Learn about healthcare costs for retirees and the importance of estate planning to protect assets from taxes, and strategies like Roth conversions and irrevocable life insurance trusts (iSLATs) to manage estate taxes efficiently.